AssetMark Inc’s State Street Global Allocation ETF GAL Stock Holding History

AssetMark Inc’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-278	Closed	-$12K	–	1405
2020 Q4	$12K	Buy	+278	New	+$11.4K	﹤0.01%	895

Other funds holding GAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

AssetMark Inc's GAL Position: Q1 2021 in Review

AssetMark Inc sold out of State Street Global Allocation ETF (GAL) in Q1 2021, closing a stake of 278 shares — an estimated $12K sold.

AssetMark Inc first reported a position in GAL in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 42 funds tracked by Wall St. Rank hold GAL as of Q1 2021.

AssetMark Inc reported no remaining State Street Global Allocation ETF position as of Q1 2021 after selling out during the quarter.
AssetMark Inc sold 278 State Street Global Allocation ETF shares in Q1 2021, an estimated $12K.
AssetMark Inc first reported a position in State Street Global Allocation ETF in Q4 2020 and held it in 1 quarter.
AssetMark Inc's State Street Global Allocation ETF position peaked at $12K in Q4 2020.
42 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2021.

Based on AssetMark Inc's 13F filing for Q1 2021, filed 14 May 2021.